See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,484 | $197,591-90.1% | $177,821-89.0% | $158,922-87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 52.64% | 58.76%-6.1pp | 48.32%+4.3pp | 302.83%-250.2pp |
| Employer contribution / active EE | $963 | $6,697-85.6% | $5,918-83.7% | $4,761-79.8% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,982+8.7% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |